Programs: manage groups of similar candidates

This article will help you:

Use programs to manage screening requirements by client, or by job requisition

Link certain locations (geos) to programs for better segmentation

This article is for the following user roles: admin

What are programs?

Programs let you manage groups of similar candidates. With programs, it’s easy to configure and update the screening packages required for certain clients, sites, or job requisitions. This saves time and makes it simple to know all the screenings being conducted for any client or site.

For example, you may use different screening packages for different job roles in your company. A senior-level member of your finance team might need different screenings from an entry-level member of your operations team. Set up programs for each role type that would require different screening packages.

Assigning specific packages to a program can reduce mistakes in your ordering process. Once a program is set up, your requester userscan select only from the list of packages in that program, as opposed to all packages authorized on your Checkr account.

Staffing and business process outsourcing (BPO) firms generally find programs helpful, as they can create a program for each client with whom they work. This lets them easily manage packages by client and set automated adjudication criteria for them.

How do I create a program?

To set up programs or change the packages included in a program, contact clients@checkr.com. Programs need to be built and managed on Checkr's side.

Adding geos to programs

You can modify the geos for a given program yourself. Pairing geos and programs has two benefits:

More specific segments for candidates:

You could segment finance positions (program) in your Los Angeles office (geo), which may have different requirements for packages and compliance.

An on-demand transportation network company (TNC) may create programs for drivers vs. FTEs, then segment those by each location (geo) where it does business.

A staffing agency may create a segment for positions hired for SampleCo (program) in Atlanta (geo), and a different segment for positions hired for GeneriCorp (program) in Jacksonville (geo).

A BPO firm could create a segment for each client it supports (program), by call center site (geo)

Better user management: By combining geos and programs, you have deeper control over user permissions. For example, you may want a recruiter (who may have a requester role in Checkr) only to initiate background checks and manage candidates in a certain role and location.

To set up segments based on programs and geos:

As an admin, go to Screening Settings > Programs.NOTE: If you don’t yet have access to programs, contact clients@checkr.com to enable programs in your account.

Click Edit to edit a specific Program.

Now you’ll see the packages included in this specific program.

Click edit geos.

Add one or multiple geos to a given program based on where that program’s candidates are located.